Change Recur Charge

Use this utility to automatically change the amounts you charge or credit accounts for specific recurring charges. If you charge accounts different amounts for a specific charge (such as bond deposit), you must run the utility separately for each amount.

To change recurring charges:

• Select Change Recur Charge from the Account menu to display the Recurring Charges Change Report screen.

  
• Select Add and complete the following fields.

  Field	Type	What to enter
  PRODUCT	setup	Enter the product for which to change recurring charges (enter “*” to multi-select products).
  CHARGE CODE	setup	Enter the charge/credit code to change.
  LAST DATE	date	Enter the last date that the old charge amount is valid.
  OLD AMOUNT, NEW AMOUNT	decimal (10)	If this is a flat charge, enter the old and new amounts of the charge code. Only accounts who are charged OLD AMOUNT for the charge code will be changed to NEW AMOUNT.
  OLD PERCENT, NEW PERCENT	decimal (6)	If this is a percent charge, enter the old and new percents for the charge. The same rules apply as for flat charges.

• Select Continue to change the charge amount and produce the Change Recur Charge Report, which lists all accounts whose recurring charge amounts were changed.

Example—Change Recur Charge Report